top of page

Vertium wins Investment Leadership Award

Writer: Vertium Asset Management
Vertium Asset Management
Jun 5, 2023
1 min read

Updated: Jul 20, 2023

The Vertium Equity Income Fund, a managed investment fund designed to provide attractive income with a focus on capital preservation, has been named the winner of the Financial Standard Leadership Awards 2023 in the Australian equities – Income Focused category. The winners were announced at a Sydney awards event on 1 June 2023.


The Financial Standard Investment Leadership Awards recognise funds that are expected to consistently fulfil investor needs. The awards help investors identify local investment managers who consistently deliver robust returns while adeptly managing investment risk.


Finalists are selected based on 7 factors including performance, volatility, downside risk and performance ratios.


Jason Teh, Vertium Asset Management Chief Investment Officer said “We are honoured to receive the Financial Standard Investment Leadership Award in the Australian equities – Income Focused category. At Vertium we aim to provide a robust solution to the challenges that many retirees face. Winning the award is a milestone, but more importantly we remain committed to helping investors achieve their financial goals.”


The Vertium Equity Income Fund was launched in April 2017 and aims to provide a higher level of income and lower volatility than the S&P/ASX 300 Accumulation Index, with the potential for capital growth over the medium to long term.

Vertium CIO Jason Teh accepts the award presented by Financial Standard/Rainmaker

 
 
 

Comments


DISCLAIMER 

This website and its contents are general in nature and do not constitute or convey personal financial advice. It has been prepared without consideration of anyone’s financial situation, needs, or financial objectives. Before acting on the areas discussed and contained herein, you should consider whether it is appropriate for you and whether you need to seek professional advice. Investment in securities and other financial products involves risk. An investment in a financial product may have the potential for capital growth and income but may also carry the risk that the total return on the investment may be less than the amount contributed directly by the investor. Investors risk losing some or all of their capital invested. Past performance is not a reliable indicator of future performance. The material contained in this website is for information purposes only and is not an offer, solicitation or recommendation with respect to the subscription for, purchase or sale of securities or financial products and neither or anything in it shall form the basis of any contract or commitment. The Company, its related parties and its respective officers may have an interest in the securities or derivatives of any entities referred to in this website. The analyst(s) hereby certify that all the views expressed in this report accurately reflect their personal views about the subject investment theme and/or company securities. Except for any liability which cannot be excluded, the authors of this website accept no liability for any loss or damage suffered by any person as a result of that person, or any other person, placing any reliance on the contents of this website.

​

Vertium Asset Management Pty Ltd (ABN 25 615 639 659), is a Corporate Authorised Representative (Corporate Authorised Representative Number 001258758) of Clime Asset Management Pty Ltd (ABN 72 098 420 770), AFSL 221146.

bottom of page